Financial Planner
3 months ago
Needs to be Certified Financial Planner (CFP) certified.
Skill Areas : Financial data gathering, Financial Data Analysis, Financial Planning, Mutual Fund Selection, Capital Markets, PMS, Stocks, Banking and Finance, Lead Management, MS Excel, Client Interaction.
**Job Types**: Full-time, Permanent
Pay: ₹25,000.00 - ₹30,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Internet reimbursement
- Work from home
Schedule:
- Monday to Friday
Supplemental Pay:
- Performance bonus
Ability to commute/relocate:
- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (preferred)
Application Question(s):
- Have you worked in a Financial Planning/Investment Advisory firm?
**Education**:
- Bachelor's (required)
**Experience**:
- total work: 1 year (required)
License/Certification:
- Certified Financial Planner Certification (CFP) (required)
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